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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

1,112 hedge funds and large institutions have $17.8B invested in iShares Core Dividend Growth ETF in 2024 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 449 increasing their positions, 357 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
+77
Holders Change %
+7.44%
% of All Funds
14.81%
Holding in Top 10
120
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.19%
% of All Funds
1.6%
New
162
Increased
449
Reduced
357
Closed
58
Calls
$2.97M
Puts
$2.07M
Net Calls
+$896K
Net Calls Change
-$93.4M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.06B
2
LPL Financial
LPL Financial
California
$905M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$259M
4
Wells Fargo
Wells Fargo
California
$380M
5
Mariner
Mariner
Kansas
$187M

Top Sellers

1
BlackRock
BlackRock
New York
$331M
2
HI
Horizon Investments
North Carolina
$6.56K
3
KAS
Kestra Advisory Services
Texas
$18.9M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$57.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$654M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIP
476
Bouvel Investment Partners
Pennsylvania
$1.53M -$44.1K -719 -3%
CFG
477
Carr Financial Group
Massachusetts
$1.52M +$55.8K +910 +4%
PA
478
PFG Advisors
Arizona
$1.52M +$35K +571 +2%
GWM
479
GSB Wealth Management
Connecticut
$1.52M +$453K +7,389 +43%
NG
480
Norden Group
Utah
$1.51M +$300K +4,885 +25%
FFS
481
Flavin Financial Services
Florida
$1.51M +$1.51M +24,572 New
AWM
482
Apollon Wealth Management
South Carolina
$1.5M +$310K +5,054 +26%
BIA
483
Biondo Investment Advisors
Pennsylvania
$1.49M -$22.7K -370 -1%
FG
484
Fiduciary Group
Georgia
$1.48M -$50K -815 -3%
CA
485
Claro Advisors
Massachusetts
$1.48M -$1.03M -16,735 -41%
NA
486
Nottingham Advisors
New York
$1.47M -$2.64K -43 -0.2%
RBFC
487
Roman Butler Fullerton & Co
Missouri
$1.46M +$11.8K +186 +0.8%
GWMIA
488
Global Wealth Management Investment Advisory
Florida
$1.44M +$218K +3,558 +18%
PIMG
489
Patriot Investment Management Group
Tennessee
$1.44M – – –
CIBC Private Wealth Group
490
CIBC Private Wealth Group
Georgia
$1.43M +$220K +3,591 +18%
CFB
491
Cullen/Frost Bankers
Texas
$1.42M +$602K +9,821 +74%
SWP
492
Summit Wealth Partners
Florida
$1.41M +$120K +1,957 +9%
MFA
493
Mayflower Financial Advisors
Massachusetts
$1.4M +$84.5K +1,378 +6%
MAM
494
McLean Asset Management
Virginia
$1.38M -$50.5K -824 -4%
EIP
495
Ellis Investment Partners
Pennsylvania
$1.38M +$10.9K +178 +0.8%
NFSG
496
Newbridge Financial Services Group
Florida
$1.38M +$1.17K +19 +0.1%
OIA
497
Optimum Investment Advisors
Illinois
$1.37M +$270K +4,400 +24%
EF
498
Elite Financial
Idaho
$1.37M +$1.37M +22,355 New
RWP
499
RWA Wealth Partners
Massachusetts
$1.36M -$50.6K -825 -4%
CCWA
500
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.36M -$234K -3,808 -15%
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